See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,868 | $85,202-96.6% | $172,739-98.3% | $72,985-96.1% |
| Participation rate | 7.0% | 70.1%-63.0pp | 82.6%-75.6pp | 69.5%-62.5pp |
| Annual return | 34.42% | 27.32%+7.1pp | 802.84%-768.4pp | 81.00%-46.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $211 | $3,260-93.5% | $5,198-95.9% | $3,607-94.2% |
| Admin fee / account holder | $21 | $5,884-99.6% | $13,954-99.9% | $5,124-99.6% |